Difference between revisions of "Hierarchy Manager"
From IMSMA Wiki
(4 intermediate revisions by 3 users not shown) | |||
Line 26: | Line 26: | ||
==Add levels==__NOEDITSECTION__ | ==Add levels==__NOEDITSECTION__ | ||
<ol> | <ol> | ||
− | <li> | + | <li>In the '''Customisation''' menu → '''Hierarchy Manager'''.</li> |
− | |||
− | |||
[[Image:Hierarchy_Manager.png|300px |center|''Hierarchy Manager'']] | [[Image:Hierarchy_Manager.png|300px |center|''Hierarchy Manager'']] | ||
Line 35: | Line 33: | ||
</div> | </div> | ||
− | + | <li>Select the type of level from the drop-down list.</li> | |
− | <li>Select the type of level from the | ||
<li>Click the [[Image:FieldTemplateIcon.png]] button.</li> | <li>Click the [[Image:FieldTemplateIcon.png]] button.</li> | ||
− | |||
[[Image:UserManual CountryStructureLevelEditor.png|300px|center|''Hierarchy Editor'']] | [[Image:UserManual CountryStructureLevelEditor.png|300px|center|''Hierarchy Editor'']] | ||
Line 59: | Line 55: | ||
==Edit levels==__NOEDITSECTION__ | ==Edit levels==__NOEDITSECTION__ | ||
− | |||
<ol> | <ol> | ||
− | <li> | + | <li>In the '''Customisation''' menu → '''Hierarchy Manager'''.</li> |
− | <li>In the Hierarchy Manager window, select the type of level that you would like to edit from the | + | <li>In the Hierarchy Manager window, select the type of level that you would like to edit from the drop-down list.</li> |
<li>Select the level that you would like to change.</li> | <li>Select the level that you would like to change.</li> | ||
<li>Click the [[Image:FieldViewIcon.png]] button.</li> | <li>Click the [[Image:FieldViewIcon.png]] button.</li> | ||
Line 74: | Line 69: | ||
==Delete levels==__NOEDITSECTION__ | ==Delete levels==__NOEDITSECTION__ | ||
− | + | Levels can only be deleted under two conditions: | |
*The level does not have any data associated with it. | *The level does not have any data associated with it. | ||
*The level itself does not have any lower levels associated with it. | *The level itself does not have any lower levels associated with it. | ||
− | |||
<ol> | <ol> | ||
− | <li> | + | <li>In the '''Customisation''' menu → '''Hierarchy Manager'''.</li> |
− | <li>In the Hierarchy Manager window, select the type of level that you like to delete from the | + | <li>In the Hierarchy Manager window, select the type of level that you like to delete from the drop-down list.</li> |
<li>Select the level that you would like to delete.</li> | <li>Select the level that you would like to delete.</li> | ||
− | |||
{{Note | The [[Image:EcksButton.png]] button will not become enabled if you select a level that is not the lowest level. | {{Note | The [[Image:EcksButton.png]] button will not become enabled if you select a level that is not the lowest level. | ||
}} | }} | ||
− | |||
<li>Click the [[Image:EcksButton.png]] button.</li> | <li>Click the [[Image:EcksButton.png]] button.</li> | ||
The Verify Deletion window displays a confirmation message. | The Verify Deletion window displays a confirmation message. | ||
− | <li> | + | <li>To delete the level, click the '''Yes''' button. |
− | |||
{{Note | The following message indicates that data is associated with the level that you are trying to delete. | {{Note | The following message indicates that data is associated with the level that you are trying to delete. | ||
:The level cannot be deleted because auxiliary data is associated with this level. | :The level cannot be deleted because auxiliary data is associated with this level. | ||
− | + | <li>To close the Hierarchy Manager window, click the '''Done''' button.</li> | |
}} | }} | ||
− | |||
− | |||
<li>Click the '''Done''' button.</li> | <li>Click the '''Done''' button.</li> | ||
</ol> | </ol> | ||
− | {{Note | If you delete a Country structure level, you will need to update Data Entry Form templates that have Country Structure widget. | + | {{Note | If you delete a Country structure level, you will need to update Data Entry Form templates that have Country Structure widget. }} |
− | }} | ||
− | |||
{{NavBox HowTo Standardizing Auxiliary Data}} | {{NavBox HowTo Standardizing Auxiliary Data}} | ||
− | [[Category: | + | [[Category:NAA]] |
Latest revision as of 12:10, 7 October 2017
![]() |
All different levels are handled by the Hierarchy Manager in the Customisation menu |
There are four different Auxiliary data that are using levels:
- Assistance classification
- Cause classification
- Country structure
- Needs classifications
Type | Maximum number of levels |
---|---|
Assistance | 10 |
Cause | 10 |
Country structure | 7 |
Needs | 10 |
Add levels
- In the Customisation menu → Hierarchy Manager.
- Select the type of level from the drop-down list.
- Click the
button.
- Enter the name of the level.
- Click the Submit button.
- To add additional levels, repeat steps 3 - 5.
- When you have completed adding levels, click the Done button.
Hierarchy Manager
Hierarchy Editor
The Hierarchy Manager window displays the level that you added.
![]() |
It is not possible to add levels between existing levels. |
![]() |
If you add a Country structure level, you will need to update Data Entry Form templates which have Country Structure widget. |
Edit levels
- In the Customisation menu → Hierarchy Manager.
- In the Hierarchy Manager window, select the type of level that you would like to edit from the drop-down list.
- Select the level that you would like to change.
- Click the
button.
- In the Hierarchy Editor window, edit the level name as needed.
- Click the Submit button.
- To close the Hierarchy Manager window, click the Done button.
![]() |
If you change a Country Structure Level Name, you will need to update Data Entry Form templates which have Country Structure widget. |
Delete levels
Levels can only be deleted under two conditions:
- The level does not have any data associated with it.
- The level itself does not have any lower levels associated with it.
- In the Customisation menu → Hierarchy Manager.
- In the Hierarchy Manager window, select the type of level that you like to delete from the drop-down list.
- Select the level that you would like to delete.
- Click the
button.
- To delete the level, click the Yes button.
- Click the Done button.
![]() |
The ![]() |
The Verify Deletion window displays a confirmation message.
![]() |
If you delete a Country structure level, you will need to update Data Entry Form templates that have Country Structure widget. |
|